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Find Top Financial Advisors in Avon, Ohio

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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Avon, Ohio
Last Updated - 18-May-2022

Avon has 2 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 14 non-vetted advisors in your local area. These financial advisors in Avon, Ohio have an average of 17 years of experience.

NOTE: The list of financial advisors in Avon, Ohio mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Avon, Ohio.

Qualified Financial Advisors in Avon, Ohio
Financial Advisor Experience AUM Minimum Assets Fee Structure
James Elios
CFP®, Chartered Financial Consultant (ChFC®), ChFC®, CLU®
ELIOS FINANCIAL GROUP, INC.
30700 Center Ridge Road,
Westlake, OH 44145
25 135,000,000 $250,000 Fee-Based
Johnathan W. Roberts
CPA
AUXIN GROUP
2923 Smith Rd, Suite 202,
Akron, OH 44333
9 Not Specified $100,000 Fee-Based

Information on Qualified Financial Advisors in Avon

Qualifications CRD# 2681022
FirmCRD# 119873
Series 7, 24, 63, 65

Compensation/Fee Fee-Based, Based on Assets, Flat Fee, Hourly


Office Location 30700 Center Ridge Road,
Westlake,
OH
44145
Phone Number 440-617-9100

He graduated from Bowling Green State University with a Bachelor of Science in Business Administration (BSBA) with a concentration in marketing and finance. He obtained an MBA from Baldwin Wallace University. He has also obtained the designations Chartered Financial Consultant® (ChFC®) and Charter Life Underwriter (CLU®) from The American College in Bryn Mawr, PA. He is a licensed securities professional through FINRA, holding the Series 7 24, 63 as well as a licensed insurance agent through the Ohio Department of securities. He has more than 26 years experience in the Financial Services industry, including retail banking with National City Bank, Cleveland, as financial planner with Lincoln Financial Advisors, as well as founder of Elios Financial Group, in 2000. Jim is a frequent public speaker on financial planning issues, the economy and financial markets, providing workshops for companies, government, non-profits and charity organizations including the Social Security Administration, Lincoln Electric, AT&T, and Fairview Hospital/Cleveland Clinic. He has contributed as a columnist for the Plain Dealer "Ask the Expert" feature column. Jim has made many local Cleveland media appearances including television on Action Channel 19 News and radio on The Lannigan Show 105.7 WMJI. He completed a due diligence trip to Asia, including Singapore, Hong Kong, and China, where he gave a lecture to students at Zhejing University City College in Hangzhou, China. Jim resides in Avon Lake with his wife and their 3 children and is a lifelong resident of Cleveland and a graduate of North Olmsted High School.

About Elios Financial Group, Inc.

Elios Financial Group, founded in 2002, is a financial planning and investment management firm (wealth management) dedicated to serving the unique needs of pre-retirees and retirees in the evaluation, analysis and implementation of a well-conceived financial, retirement and investment plan. We use the latest of technology to create customized financial plans and investment portfolios to help clients pursue their financial goals. We are unconstrained in independence and flexibility in offering financial advice and investment management services. WE ARE PASSIONATE ADVOCATES OF SMART MONEY MANAGEMENT. MISSION: ENVISION | ENLIGHTEN | ENRICH We build long-term relationships by helping clients Envision their dreams, Enlighten them to make informed financial decisions through education, and provide service which ultimately Enriches their lives. VALUE PROPOSITION We provide highly personal and customized service with the ability to analyze complex situations and offer sophisticated solutions and advice on an objective, mutual beneficial and professional manner.


Qualifications FirmCRD# 226599
Series 7, 66

Compensation/Fee Fee-Based, Based on Assets


Office Location 2923 Smith Rd, Suite 202,
Akron,
OH
44333
Phone Number 330-237-4065

About Auxin Group

Auxin Group Wealth Management, LLC, is an independent advisory firm specializing in financial planning and investment management. Based in Northeast Ohio, we are trusted by successful individuals and families nationwide to create and implement customized plans to accumulate, maintain, and distribute assets. The Auxin Group name explains our philosophy best. Auxins are hormones that help guide plant growth. They affect the processes that allow a plant to follow the sun and gain the most energy. This is similar to how Auxin Group meets the needs of our clients. We envision our clients' financial goals as the sun. Our job is to serve as auxins - always guiding our clients toward the sun, regardless of changes in the market or personal circumstances. This is significant because, at Auxin Group, our clients are not just numbers. We know our clients. We like our clients. We enjoy working with them and their families, from generation to generation. As a result, we grow to really understand our clients' unique and complex needs. By truly valuing client relationships, Auxin Group is able to offer a unique and discreet experience - one with tailored, long-term solutions.

Advisory Services Provided:

Financial Planning, Wealth Management, Investment Advice & Management


Top Financial Advisor Firms in Avon, Ohio
Firm Name AUM No. of Clients Fee Structure
Landing Point Financial Group, Llc
36350 Detroit Rd.,
Avon, OH 44011
$242,458,366 1364 A percentage of AUM
Fixed fees
Edgewater Pro Sports Financial
36855 American Way, Suite F,
Avon, OH 44011
$130,000,000 436 A percentage of AUM
Fixed fees

    List of Additional Advisors in Avon, Ohio*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Joe Flinner
    Inquire with Joe
    36350 Detroit Rd, Ste A, Avon, OH  44011 440-934-7100
    Landing Point Financial Group
    Inquire with Landing
    36350 Detroit Rd, Ste A, Avon, OH  44011 440-934-7100
    Susan Vasu
    Inquire with Susan
    36350 Detroit Rd, Ste A, Avon, OH  44011 440-934-7100
    Tom Asimou
    Inquire with Tom
    36350 Detroit Rd, Ste A, Avon, OH  44011 440-934-7100
    Denise Shafer
    Inquire with Denise
    36350 Detroit Rd, Ste A, Avon, OH  44011 440-934-7100
    Wealth Health, LLC
    Inquire with Wealth
    35651 Detroit Road, Avon, OH  44011 440-937-1551
    Fifth Third Preferred
    Inquire with Fifth
    36192 Detroit Road, Avon, OH  44011 440-934-8906
    The Legend Group
    Inquire with Legend
    36311 Detroit Road, #204, Avon, OH  44011 440-522-0048
    Kurtz Bros.
    Inquire with Kurtz
    1180 Miller Road, Suite 100, Avon, OH  44011 216-986-7000
    Allstate Personal Financial Representative: Carlo Duran
    Inquire with Allstate
    37300 Detroit Rd, Ste 1, Avon, OH  44011 440-934-3571
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